Financial Planner Life Podcast (Sam Oakes)
Explorez tous les épisodes de Financial Planner Life Podcast
| Date | Titre | Durée | |
|---|---|---|---|
| 17 Feb 2022 | Working in Spain as a Financial Planner – Chris Burke | 00:56:25 | |
This week Sam is joined by Chris Burke, Partner at The Spectrum IFA Group, based in their Barcelona office. Before making the brave decision to head to Spain Chris had no experience in financial planning or speaking Spanish! The odds were against him and he was in for a tough start to his new life abroad. Chris is very honest with us today, he shares his career journey, the highs and lows of his lifestyle change and he gives some great advice to anyone who is thinking about doing the same. He provides a fascinating insight into how the financial profession works over in Spain and shares the realities vs the expectations. We hope you enjoy. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 17 Mar 2022 | A Financial Planner does NOT need to be academic – Sam Robinson | 01:01:04 | |
This week Elena is joined by Sam Robinson, Director of Almond Financial Ltd. Sam proves that you don’t need to be a high performer at school in order to be a successful financial planner. If you have the gift of people skills then the sky’s the limit in this profession. In this episode Sam shares his unusual but fascinating career journey, from chef to financial planning firm director. Sam & Elena also talk about the importance of embedding a strong & positive culture in the workplace, the benefits of having a younger age profile team and how a positive mindset can take you anywhere! We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 24 Feb 2022 | A clear career progression path – Natalie Cooke | 00:43:13 | |
This week Sam is joined by Natalie Cooke, a Paraplanner from Iron Market, to chat about her career journey from an administration role to Paraplanning. More importantly we talk about self-confidence and self-belief. How much of that do you need to get ahead in the financial planning profession? Do you have confidence in your employer to support you on your career journey and do they have a personal development & mentorship programme? Natalie thinks that this support is vital to move your career in the right direction, without this it’s easy to stagnate in a role that you’ve fallen out of love with. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 10 Mar 2022 | Using wealth management to tackle the climate and nature crisis – Yan Swiderski, the Global Returns Project | 00:51:16 | |
This week we have a new podcast host! Charlie Scott is joining the team and today she is speaking with Yan Swiderski, Executive Trustee & Co Founder of the Global Returns Project.
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 24 Mar 2022 | A Marathon a day for 100 days straight! Kate Jayden | 01:26:42 | |
This week Sam is joined by superhero Kate Jayden. Kate is running a marathon a day for 100 days straight! This incredible challenge is all in aid of UK food & hygiene poverty as well as encouraging people to support refugees. In fact, the distance of her 100 marathons is 2600 miles, the same distance that a Syrian refugee must travel between Aleppo and Dover. When Kate isn't saving the world she's working her day job, a Compliance Monitoring Officer at ThreeSixty Services. She shares with us some of the challenges that she's faced in her career with an ADHD and Autism diagnosis but also what benefits this has brought to the job. If that was all not enough, we also touch on the importance of diversity and inclusion in the workplace. We're sure that you'll enjoy this one! To support Kate you can visit her fundraising page here: https://donate.giveasyoulive.com/fundraising/what-katie-did-next
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 30 Mar 2022 | 100% of mortgage business from social media! Dan Knott | 00:20:29 | |
This week Ali is joined by Dan Knott from Dan Does Mortgages. We chat about Dan’s mortgage broker career and how social media has played a key role. In the early days Dan realised that the business leads he was being provided with were of low quality so he decided to take matters into his own hands. ‘Dan Does Mortgages’ on social media was born and now this is where he sources 100% of his business from! Join us to hear how he did it. You can follow Dan on Instagram here: https://instagram.com/dandoesmortgages_?utm_medium=copy_link We cover:
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 07 Apr 2022 | Protecting your wealth – Adrian Benjamin | 00:50:48 | |
This week Sam is joined by financial protection adviser Adrian Benjamin. He helps property investors protect themselves and their families financially, allowing them to pass on generational wealth. We talk about why this protection is often overlooked, why it’s so important, the role of a financial protection adviser and how it can be a stepping stone into other areas of the financial profession. Adrian brings a lot of knowledge and energy to the podcast today. We hope you enjoy it. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 14 Apr 2022 | My biggest challenge as a woman in financial planning - Susie Laws | 01:09:27 | |
This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS and she is also a 2 x Financial Adviser of The Year winner (East Anglia and the Midlands) in the Women in Financial Advice Awards, wow! Today we talk about her career journey, from Paraplanner to Co-Owner of her own firm. Susie also shares the biggest challenge she has faced as a woman in the profession, creating a great company culture plus tips on wellbeing in the workplace. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 21 Apr 2022 | Nothing about employment worked for me - Tom Skinner | 01:13:31 | |
This week Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his career journey and tells us why being employed didn’t work for him at all. He has now set up his own firm which allows him to put family time first. What is interesting is the way he went about building his business, surrounding himself with people who can do things better than he can. Tom rightly says that you can’t be good at everything. This is a great episode for the entrepreneurs out there! Enjoy. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 05 May 2022 | Good mentorship is how you make someone feel – Danielle Arnold | 01:07:56 | |
This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how the Paraplanner can be the eyes and ears for the adviser and ultimately help deliver the best experience for the client. A great episode for anyone wanting to enter the financial profession and rise through the ranks. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 12 May 2022 | Why it’s an advantage to be a young financial planner – Dan Martin | 00:53:25 | |
This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (and quick!) career journey from a semi-professional rugby player, pulling pints in a pub, to company director. Dan is certainly in the younger demographic of financial professionals but he tells us how this hasn’t held him back, in fact, he tells us why it’s an advantage to be a young financial planner in this digital age. Dan set up an Instagram account ‘DanTalksMoney’ to help educate and connect with younger generations. Social media is not just good for business, it’s also an effective tool to get young people interested in joining the financial profession, addressing the issue of an ageing workforce. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 19 May 2022 | What an operational role within financial planning looks like – Laura Dean | 00:46:09 | |
This week Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession. In particular she focuses on marketing and operational roles. Laura gives us an insight into what these roles entail, who would be a good fit for them and why these roles are important for all firms. She also stresses the importance of staff wellness and tells us how Balance Wealth Planning go about retaining a happy & loyal team. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 26 May 2022 | Financial Abuse with Michelle Hoskin - Helping you spot the signs | 01:15:29 | |
This week Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international standards of the financial planning profession. She’s already responsible for the Paraplanner Standard certification, pioneering best practice among personal financial planners in the UK and overseas. Today the conversation is focusing on Michelle’s new certification, the Financial Abuse Specialist Certificate and the important role that you can play in identifying clients who are victims of financial abuse. We also talk about wellbeing within the workplace and the upcoming Standard Certification which is being created to improve the culture within financial planning firms. Of course, a happy and fulfilled workforce can provide the best service to their clients. What an inspiration Michelle is, she’s raising the standards of the financial profession, making it a better place for all involved. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 01 Jun 2022 | My first year as a financial planner - Natasha Percy Baxter | 01:32:56 | |
This week Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession. Now she’s running her own Partner Practice for St. James’s Place, what a fantastic story! This self-employed route into the profession has worked really well for her and today Natasha will share this journey with us as well as some great advice to anyone thinking about joining the profession. As you’ll hear, Natasha is a natural communicator and she goes to prove what’s possible when we put ourselves out there and network. She is an inspiration and a fantastic role model. Enjoy! We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 09 Jun 2022 | Female Folio, a network supporting women on their investment journey – Claire Barker | 00:48:47 | |
This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands by 2025. Female Folio talk about savings and investing in a different way, an inspiring way, a way that empowers women to write their own investment story. In this episode we also talk about the importance of having someone in a communications role within your firm, the difference between investing patterns of men and women, inter-generational wealth, intra-generational wealth and how we can break down the knowledge barrier for women around financial planning. For more information on Female Folio you can visit their website here: https://www.femalefolio.com/ We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 17 Jun 2022 | Can money buy you happiness? Paul Bradley | 01:14:31 | |
This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money make you happy? According to Paul it’s not enough to be rich, it’s having a purpose that gets us all out of bed in the morning. Paul also dives into positive psychology and the way that we should be setting goals. Once a goal is achieved, then what? We also talk about how the role of a financial planner has evolved into more of a lifestyle coach type role. Wealth and health are so intertwined, therefore by providing sound financial advice and coming up with a long-term plan, financial planners can reduce stress and anxiety in their clients. We also touch on philanthropy and how supporting causes close to your heart can play a part in your overall happiness and health. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 27 Jul 2022 | Build trust and you’re good, no matter your age – Nick Adamthwaite | 01:14:14 | |
This week Sam is joined by Nick Adamthwaite, Director of Masterplan Lending Advisers. This is an interesting conversation because Nick is under 30 years old and running his own business. With his youth comes ideas on how to do things differently within the profession and today he tells us what that means for his staff and clients. Nick thinks that age doesn’t matter as long as you can build trust, great advice for any young financial planners out there. We also discuss Nick’s career progression and how in the beginning, he was thinking about giving up the profession during a very painful time in his life. Nick is very open and honest about this difficult time and shares with us how he bounced back and quickly learnt what it takes to be a great financial advisor, thanks in part, to support from some great mentors along the way. We cover:
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 04 Aug 2022 | A jargon busting approach to financial planning – Keith Boyes | 01:21:43 | |
This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Paraplanning and working his way up to a financial planner and now he’s running his own business. At one point his career took him over to Hong Kong working on expat financial advice and it was during this time in Hong Kong that he really learnt a lot about himself and what kind of financial planner he wanted to be. Keith shares some really interesting insights on what working and living in the far East looked like. Now back home and running his own business, Keith talks about some of the ups and downs of being the boss and how he manages to balance work and family life. Today we also talk about Keith’s jargon busting approach to financial education and how he uses blogs and vlogs to get his message out there. A conversation jam-packed full of value, enjoy! We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 11 Aug 2022 | Your Sustainable Investment Comfort Zone - Rebecca Kowalski | 00:51:17 | |
This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial planning career, from Paraplanner to business owner. She explains how she helps forward thinking financial planning firms to fully enter their sustainable investment comfort zone. Maybe they simply lack in-house resource and expertise in the sustainable investment space or perhaps they are worried about recommending inappropriate investment solutions to their clients. Rebecca tells why this area of financial planning is her main focus, the barriers that she’s faced when talking about sustainability, the real life impacts the climate crisis is having and she gives some great advice for those looking to get into sustainable finance. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 18 Aug 2022 | Overcoming Limiting Beliefs to become a Financial Planner - Sara Davies | 01:00:50 | |
This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a female and it’s very rare to have women in leadership roles within the financial planning profession so we talk about the benefits of this role model for Sara and the huge demand for more female financial planners. This is a second career for Sara so we dig deep into why she chose to leave a steady career for financial planning and how she has found the journey so far. Sara is also very open and honest about a bad experience in school which led her to believe that a career like this would be an impossible dream. A fantastic episode for anyone wanting to change careers as well as any women who may be concerned about entering into a male dominated industry. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 25 Aug 2022 | Sustainable Pensions - Charlotte O’Leary | 00:57:13 | |
This week Charlie is joined by Charlotte O’Leary, CEO at Pensions For Purpose (B Corp pending). We chat about Charlotte’s career journey which has taken her through several different sectors, and we focus on where the financial planning profession needs to catch up in terms of sustainability. Charlotte also shares some interesting insights into our relationship with money and explains how we’re all hardwired to seek short-term rewards. This doesn’t bode well for pensions so Charlotte emphasises the importance of pensions, planning for your retirement and how the lack of financial education in school is doing us all a disservice. A fantastic chat full of gold nuggets of information! We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 02 Sep 2022 | The M&G Wealth Financial Adviser Academy - Tom Hegarty | 01:25:03 | |
The first episode in our brand new 'Financial Planner Life Acadamies' series, where we bring the best entry-level and academy opportunities to you, so if you are considering a move into the profession check out the financial planner life academies website, here you will find a detailed breakdown of the academy, including videos, blogs and a deep dive into the values, culture, process, earning potentials, testimonials to help you make an informed choice when starting your financial planning career journey. click here to find out more This is a fantastic interview packed full of useful information for anyone who would like to become a financial adviser. Tom explains why there is a need for a financial adviser academy, how M&G can support you during and after the process, who ideal candidates are plus he’s very honest about realistic earnings in the first three years of your new career. If you’ve ever thought about being a financial adviser then this is the episode that you need to listen to above any other! For more information on the M&G Wealth Financial Adviser Academy, or to apply please click here We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 01 Sep 2022 | From Law Student to Chartered Financial Planner - Danielle Lecomber | 01:10:24 | |
This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd. Danielle didn’t start out as a financial planner, her career began as a Paraplanner so we dig deep into that role, what she took from it and why she decided to move into financial planning. She is a keen advocate to promote this profession to more women and in fact was nominated for an award at the Women’s Financial Advice Awards in 2021. Danielle didn’t set out to become a financial planner, she actually went to university to study law but made the transition into financial services when she worked out that Law wasn’t the right career path for her. Danielle’s story is proof that it’s possible to make a career pivot and she has never looked back! Today she shares with us how much she enjoys building meaningful relationships with her clients whilst helping them achieve their financial goals. Danielle has a social media account called Thought Provoking Finance which you can check that out here: https://www.facebook.com/DanielleLecomberDipPFS We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 08 Sep 2022 | Clark's Financial Sparks – Bryce Clark | 00:43:06 | |
This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth. Today we talk about the importance of the administrator role to a business and your personal development. In Bryce’s opinion this is a great way into the profession if you want to become a financial planner. We also talk about Bryce’s Instagram account ‘Clark’s Financial Sparks’ and how it’s giving much needed financial guidance to young people who otherwise wouldn’t be receiving it from wealth managements firms. It’s this young age when bad spending habits need to be addressed before they get out of control. We also go into the psychological side of our relationship with money and Bryce admits where he was previously going wrong. We also cover why we should be encouraging young people into the profession and how this will benefit the diverse clientele in need of financial advice. You can follow Bryce on Instagram here: https://instagram.com/clarksfinancialsparks?igshid=YmMyMTA2M2Y= We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 15 Sep 2022 | Financial wellbeing planner and avid gamer – Kris Mason | 01:39:44 | |
This week Sam is joined by Kris Mason, financial adviser for Bentley Brown & Co Ltd. Kris actually prefers to refer to himself and as financial wellbeing planner so we dig a little deeper into this today talking about why Kris thinks that financial planning and our overall wellbeing are so intertwined. Kris also shares with us his career journey into the financial planning profession, how he heard about the role and why he wished that he’d heard about it sooner. He had previously assumed that it would be too expensive for him to gain his qualifications so he was pleased to be proved wrong here! We also have a deep discussion about men’s mental health. Kris very honestly shares a point in his career where he was really struggling with his mental health and tells us what he did to overcome it. Thankfully he’s now on the other side. We also touch upon Kris’s passion for gaming and perhaps how he could position himself as a financial planner for the huge gaming community. This is a great lesson that if we share our interests with the world then we’ll attract our ideal clients and become a key person of influence within a specific niche. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 22 Sep 2022 | Investing towards a more sustainable world - Tom Jaffrey | 00:45:09 | |
This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evolutionary principles, Blackfinch work to provide the strongest possible solutions for their customers offering products and services for investors in almost any situation. Today Tom talks about how Blackfinch help their clients to see the positive impact that their investments are having on the world, why it makes financial sense in the long-term to do our part, why we shouldn’t completely exclude polluting industries such as oil & gas, plus he shares with us his own struggles and barriers in this sector. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 29 Sep 2022 | Create Your Own Mould - Joseph Obeng | 00:38:20 | |
This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the financial planning profession. Although he felt like he didn’t belong, he put himself out there, started conversations with strangers (literally, one was on a train!) and this strategy opened doors for him. He also shares with us his difficult upbringing and explains how this motivates him to be the best version of himself today. His upbringing also motivates him to serve his clients, he doesn’t want them to ever struggle financially like he did. Joseph also talks about his book, Flow State of Money. He wrote this book to offer the financial guidance which he wished he had received when he was younger. Joseph is a truly inspirational guy and this is a great episode for anyone who might think that they don’t fit the ‘financial adviser’ mould. We cover:
You can find his book 'Flow State of Money' here Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 28 Sep 2022 | The ultimate review of the St James's Place Financial Adviser Academy - Gee Foottit | 01:17:12 | |
Welcome to the Financial Planner Life Academies where we take a deep dive into the entry-level opportunities and advice academies that are out there to make it easier for you to enter the profession of financial planning. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 06 Oct 2022 | "I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon | 00:55:38 | |
This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his story of how he got into the financial planning profession. He left a decent career at Amazon and took a pay cut because he saw the long-term benefits that a career in financial planning could offer him and his family. He goes into depth about taking his exams and tells us exactly when and how he secured his first employed role in the profession. Rory also tells us about the career progression path from Paraplanner to Adviser that was laid out in front of him by his employers and how he took matters into his own hands to speed up the process. Rory was initially concerned that a role in financial planning would just be a target driven sales role but he is pleased to say that the reality is different to his expectations. Today Rory offers loads of value to all aspiring financial planners so make sure to tune in. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 13 Oct 2022 | The client is the hero of this journey, the financial planner is the guide – Carl Richards | 01:05:00 | |
This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl Richards. Carl is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times for 10 years. In addition to writing, sketching, and podcasting, he is a frequent keynote speaker at financial planning conferences and visual learning events around the world. Today Carl shares his fascinating thoughts on the true purpose of a financial planner, how we can help our clients to set goals by asking the right questions and how remaining curious can form deep and powerful connections. We also dive deep into positive psychology, avoiding pain, seeking pleasure and how to use imposter syndrome to your advantage. We cover:
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 07 Oct 2022 | Talk Club- The Mens Mental Fitness Movement - Gavin Thorpe | 00:37:09 | |
*World Mental Health Awareness Day Special * Opening up with others about our concerns, fears, and challenges can be a powerful thing, a tool that we (especially men) don’t use enough, but men do struggle to open up with each other, and this is often true within the heavily male-dominated financial planning profession. Which got me thinking, what if there was a safe and secure place for men within the profession to connect and support each other? Enter: Talk Club Financial Planner Life. So, what Is Talk Club? Talk Club is a behavior-changing movement aimed at getting men to talk more openly about their thoughts, feelings, worries, and day-to-day gripes (and all the positive things too!). it’s a secure mental health fitness community helping keep men mentally fit by giving them a friendly and private space to share and support others. It’s a simple medicine that starts with asking – How are you? Out of 10? Each session is structured as follows:
Get Involved Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 20 Oct 2022 | Graduate to Chartered Fellow, Emma Halls Financial Planning Journey | 01:06:01 | |
This week Sam is joined by Chartered Fellow and Financial Planner, Emma Hall from 75point3.
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their careers. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 27 Oct 2022 | What Financial Planners Could Learn from a Financial Coach | 01:12:18 | |
Today's guest on the Financial Planner Life Podcast is Laura Moore, a certified Financial Coach, Financial Wellbeing speaker and host of the popular podcast, Mind Money Soul. If you’re thinking you may have seen her elsewhere then you’re right. As well as guesting on a multitude of other financial podcasts, YouTube shows, workshops, and working with large brands such as Amazon, Laura has also starred on mainstream media in collaboration with the BBC as “Your money bestie”. Like most Financial Coaches you will find Laura on Instagram (@laura_ann_moore), but it’s how she uses social media that cuts her through the noise. You see, Laura doesn’t just robotically regurgitate information or mindlessly follow trends in a bid to flex financial superiority and gain popularity. She takes her time to craft meaningful, helpful and aesthetically pleasing content. Approaching the subject of personal finance in both a digestible, non-judgmental and considerate way. Advocating heavily for a healthy mindset around money. Something that deeply resonates with her 25,000+ followers. In this episode we talk about the difference between the two roles of a Financial Planner and a Financial Coach, but also how these two roles can work in unison. We take a deep dive into mindset around money, discussing – · Dealing with negative thoughts around money · Personal relationships with money · Whether money beliefs are inherited from our parents · Teaching children about money And she shares a lot of what she does on social media, the things that work and the things that don't work. Her own personal motivation, wellbeing, and how she stays focussed in the tough job that she does. It's a fantastic podcast and I urge you to follow Laura on all social media channels to get great ideas about how you can promote yourself as a Financial Planner on social media. Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 03 Nov 2022 | How Habitual Self-development is Paramount for Success in Financial Planning - Hannah Whiteley | 00:44:05 | |
Hannah Whiteley is a Financial Planner who attributes her success in the Financial Adviser profession to a disciplined approach of habitual self-development and self-care. In this episode Elena and Hannah discuss how they build positive mindsets and give insights into their daily practices of gratitude and meditation. We hear how implementing this early on has had profound affects on Hannah’s career. This episode is full of great insights on introducing mindfulness practices that will elevate your career and life to new heights. Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 18 Nov 2022 | The Kinvault From Kinherit - Revolutionising Wealth Transfer for IFAs and their Clients | 00:26:04 | |
This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients. Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-of-a-kind online platform called The Kinvault that protects clients and their wealth, reduces stress for families upon the death of a family member and allows timely support from the client's Financial Adviser. By 2027 it’s expected that wealth transfer will nearly double from the current levels of £69 billion to £115 billion every year, its common for Financial Advisers to find out about a client's death only after AUM has started to be withdrawn, Despite the financial adviser being treated in life as one of their clients most trusted advisers. In this episode we cover:
If you would like to find out more about partnering with Kinherit then book a demo today, or message Sam@financialplannerlife.com directly for an introduction. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 17 Nov 2022 | How Powerful Networking Practices Creates the Ultimate Work Life Balance - Chris Daems | 01:03:27 | |
On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the last 12 years. Chris has an infectiously happy character and is brimming with kindness. So much in fact that the spill over goes into a podcast he hosts called The Kindness Project, which today stands at 50,000 downloads per month! It's all about being kind and sharing good news. It’s well worth checking out. Chris shares with us today something that he does monthly. He meets with other industry professionals, creates a case study, and then through that he generates huge amounts of business. We go into detail about · How kindness runs through his values within his company This episode is packed with career changing advice! Enjoy. Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 24 Nov 2022 | Dave Robinson on why It's the 'Chartered IFA Way or The Highway' | 02:04:00 | |
Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! He digs deep and shares deep and transparently about his business, his charging structure, why he charges what he does, and the plans and the changes that he's looking to make and evolve as a business, become more profitable but continue to add value to the client. We talk about trainees, how they fit within his company, and how he supports them. Dave also has lots of other specialist areas which we discuss, such as.
Dave is hugely passionate about the IFA profession, and he has some strong views on where it's heading and what needs to be done to ensure that IFA remains. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 01 Dec 2022 | How Paraplanning and Financial Advice Prepared Me For A Role In Operations | 01:09:00 | |
In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners.
Mel is the head of operations at Buckingham Gate, she has had an unconventional but incredibly important career journey that has led her into this, the perfect role for her skillset and personality.
Mel has jumped around a little bit in her career, but as we established on the podcast, that's not always a bad thing. It's great to gain experience at different companies in different roles.
Mel has tried both Financial Planning and Paraplanning, but it was after skilfully dealing with an unpredictable bit of company chaos and the resonating words from a keynote speaker that she realised the operations route was her true calling.
This is a fantastic episode for anybody that's at the beginning of their journey, or perhaps stuck in rut within their current role. You’ll get invaluable insight into the pros and cons of multiple role experience and why you aren’t as stuck as you may think!
As the profession grows the need for those in operation roles will also increase, I wonder how many people sitting in paraplanning, or advice roles would be more suited to operations?
We also cover
- The conversation she had with her director about moving into operations - How she reviews her career journey, and what you can do to find out if you are in the right role for your skillset. - Deciding where to work, do they align with you values? - Overview of what an operations manager does. - Client facing experience, why the customer journey and experience is everything. - Up and coming tech for the financial planning profession. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 15 Dec 2022 | Business Management for Financial Planners - Lucy Byrom | 00:49:55 | |
We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management.
Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Paraplanner. But after multiple retakes she conceded Paraplanning wasn’t for her. But how do you stay in and progress through a profession you love without the “fundamental” building blocks?
In this episode we find out exactly how Lucy did just that. Identifying her strengths and using them to carve a career path through the Financial Planning profession that has brought her fulfilment. But there are challenges that come with such an unorthodox approach and we love how open Lucy is about the struggles she faced throughout.
· How you can thrive without needing to become a qualified Paraplanner or Financial Advisor · Starting and running a non-financial planning business in a financial planning profession · How she managed this with a young child · Some of the prejudice that women STILL face in the profession · The value that the profession brings not only to the clients but those that work within it
Hope you enjoy it! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 29 Dec 2022 | Breaking the Taboo’s Within Financial Planning | 00:53:01 | |
Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos.
Like many others, Hayley fell into the Financial Planning profession and undertook a variety of roles from administration to Paraplanning to operations before eventually landing at The Verve Group. You’ll find out though that Hayley isn’t just like everyone else. In fact, she actively breaks the mould and demolishes the stereotypes of a Financial Planning professional. She leads by example, sporting bright hair and visible tattoos (an appearance previously thought to be unprofessional), whilst confronting the awkward feeling, inside many of us, of having conversations about personal finance.
· Making difficult conversations about money easier · Education on personal finance · Being the change you want to see · How appearances don’t affect your ability to perform your job
This episode is FANTASTIC! The profession needs more people like Hayley to help erase the taboos and create healthier people and healthier work environments. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 19 Dec 2022 | Career Accelerator For Financial Planning - Part 1 of 4 | 00:35:21 | |
Financial Planner Life, Career Accelerator program Episode 1: Are you where you want to be in your career?
In this episode we encourage you to take a hard look at the reasons why you are looking for a new job opportunity in financial planning, we offer some guidance around what you should be considering and doing before you start that time consuming and often emotional draining process of searching for a new job, which we cover in episode 2.
In this episode we cover the following
• Why it’s important that you sit down with your current employer to discuss your reasons why you are looking to move on, with a focus on how to approach the salary increase conversation and what evidence you can gather to reflect your worth in the market.
• Why leaning into a trusted recruiter within the financial planning space, such as Recruit UK is a must at this early stage of your job search. *
• What does your current companies’ career competency framework look like? What does the next two years offer you if you stay? No framework? No clear career path to reach your goals? Alarm bells should be ringing.
• Large firms or small firms, what’s right for you?
• Are you holding yourself back? Why holding a mirror up to yourself is so important when considering any career move. Remember that we often take our personal problems with us. Can you hand-on-heart say that you have done all you can to improve your current situation?
• What is a toxic culture, and are you working in one? Is it affecting your mental health? if so its time to move on.
• Employee wellbeing: Does your current company invest in yours?
• And loads more!
*If you would like to lean into a Recruiter at Recruit UK to understand your options further, please click here to book a private consultation. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 20 Dec 2022 | Career Accelerator For Financial Planning - Part 2 of 4 | 00:38:25 | |
Financial Planner Life, Career Accelerator Program Episode 2 – How to approach your financial planning job search
Following on from Episode 1 where we looked at your why for wanting to change job, we now look at what you need to do to start the job search in the most effective and positive way. We share tips and advice on how best to market yourself for those who have or haven’t got financial planning experience.
· Why you should do some simple google searches to see what firms are best representing themselves online and ranking high on google search terms or social media. · How to best qualify a recruiter, are they the right person to represent you? · Optimising your LinkedIn profile to generate inbound interest. · Why deep research is important, how to go about getting this research before submitting your CV. · Why digital footprints and confidentially is key, watch out for these early mistakes that can destroy your career. · When to avoid job boards and when to utilise them. · The power of LinkedIn for job hunters with or without financial planning experience. · Why second careerists and graduates need to take a proactive approach to search for a job in financial planning, we share a proven strategy to guarantee you interviews. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 21 Dec 2022 | Career Accelerator For Financial Planning - Part 3 of 4 | 00:45:53 | |
Financial Planner Life – Career accelerator program Episode 3 – How to prepare for job interviews in financial planning
This episode focuses on the interview stage of securing a new job in the financial planning profession, such a huge part of the process. This is where leaning into an experienced recruiter elevates you above the competition and helps you deliver the best version of yourself. We also take into consideration the emotions attached to interviews and the pitfalls of not asking the right questions that align to your intrinsic values.
· Why securing multiple job offers from the right companies, gives you leverage to increase salary offers.
· How to flex your interview muscles!
· The power of preparation, practice, and research, and why being coached by an experienced, knowledgeable recruiter will elevate your performance at interview.
· What are the right questions to ask during the interview, with a big focus on values and culture?
· What’s going through the hiring manager's head at the interview stage?
· The Halo effect, how to control it, and use it to your advantage!
· Competency-based questions: How best to prepare and deliver the right answers.
· Telephone, video, and face-to-face interviews, what to consider, and how to prepare.
· The value of negative feedback.
· Why asking for evidence of career progression, and the success of current employees is essential - don’t believe the hype!
· Graduate? We have some tips for you!
· Excite the hiring manager by providing evidence of your success and value.
· Securing an offer of employment, and how to handle this during the interview.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 22 Dec 2022 | Career Accelerator For Financial Planning - Part 4 of 4 | 00:35:13 | |
Financial Planner Life – Career Accelerator Program Episode 4 – Job offer management in the financial planning profession. In the final episode of the Financial Planner Life career accelerator program, we discuss the job offer stage. The emotions attached to receiving a job offer can be overwhelming so, we share the things that you need to consider before you accept, to ensure you are making the right decision.
· The pros and cons of counter offers and how best to manage them.
· Reference checking within financial services, what to expect and when you should divulge information that could potentially take an offer off the table.
· The importance of looking over employment contracts, and why a second opinion is vital.
· Restricted covenants, what to consider.
· Offer horror stories, and how to avoid being the star of your own offer horror show.
· Lean into your recruiter at this stage for the best offer experience and to secure the best salary package possible.
· The letter of resignation, what you should and shouldn’t do! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 02 Feb 2023 | Networking for Financial Planners with Octo Members Founder Lee Robertson | 01:13:21 | |
Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members creates a community where you can go and debate and to talk about and to learn more about the profession that you are in.
In this episode we go into detail about why Lee set up Octo Members and his career journey in the financial planning profession. With over 18 successful years of experience in the profession you can be sure that Lee has some very helpful tips around his passion for networking.
We also discuss · The power of networking · How online personas can impact business · The advantages the newer generation of Financial Advisers have now And much more.
We hope you enjoy the episode Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 09 Feb 2023 | Setting up a Directly Authorised Financial Planning Firm From Scratch! | 01:12:54 | |
Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else. We talk about how she set up her Financial Planning firm with her husband and why she went down the route of becoming directly authorised rather than the network route. This episode is a raw and incredibly honest look at what it takes to set up a directly authorised firm. Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 16 Feb 2023 | Let’s Talk About Menopause and Mental Health | 00:48:02 | |
*Trigger warning of discussions on suicide*
Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about mental health and menopause in the professional environment. You lovely listeners know that here at Financial Planner Life we are not afraid of taboo subjects or having conversations about traditionally “uncomfortable” subjects. And this episode is testament to that.
Gillian Wilson is a remote working Paraplanner who first entered the world of financial services in 1990. She undertook a variety of roles before taking a break to study and pursue a passion for performing arts.
Gillian is a big advocate on the importance of ensuring good mental health in the workplace and a sustainable manner of working. Be that remotely or in office. She shares with us the difficulties the impact of a suicide can have. She also gives us tips on how to maintain a good level of mental health and how to “re-zen” during stressful periods.
This is an emotional rollercoaster episode. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 23 Feb 2023 | Transitioning From Employed to Self-employed IFA Within the Same Company | 01:03:06 | |
This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through trainee adviser role and to employed financial adviser before leaping into a self-employed adviser role. All within the same firm!
Louise gives us a very honest look into her career. Explaining why she took the path she chose and what that journey looked like for her. We talk about the highs, the lows and all the lessons learned.
There is some amazing advice within this episode. Especially for trainee’s and anyone fresh out of school or university looking for a career. You’ll learn
· What you should be doing to give you an advantage · How you can impress somebody · Interview techniques · Social media presence and much, much more
We hope you enjoy it! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 02 Mar 2023 | Building the Foundations for Success. Client Relationships and Business Development | 01:14:48 | |
Today we talk with Financial Planner Matt Cross. Matt has been in the profession for over 8 years and started his journey at St James’s Place head office. He then moved on to join a partner practice on a self-employed basis before eventually taking the leap and setting up his own partner practice.
Matt is a young Financial Adviser, and it was fantastic to get his view on the profession. We talk about his first few years as an adviser and he is very honest about his struggles, especially about client acquisition and how tough he found it. We chat about the different types of clients he’s had, how he builds long lasting relationships, the clients he loves to work with and the ones who are not the best fit for his business!
Also, keep listening to the end because Sam gives an amazing tip!
We hope you enjoy this episode today. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 09 Mar 2023 | Finding your niche within Paraplanning | 01:06:34 | |
Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an American financial advice business, eventually moved into a paraplanning and administrative role and now she runs her own outsource paraplanning business!
Michelle breaks down what she thinks is the correct structure for a career framework in paraplanning. And rest assured there are more positions than you think. It's a real eye opener.
We also speak about how wellbeing is intertwined into her career framework to ensure that those that go on that career journey aren't put off by the fact that they haven't passed any qualifications or if their strength lies in research and building relationships. She covers absolutely everything.
It’s a fantastic episode and you’re going to really enjoy this one. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 16 Mar 2023 | How We Can Better Serve The LGBTQ+ Community | 01:12:48 | |
This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in administration to now running her own financial planning practice. She's also done a Masters in Wealth Management and she answers the question on whether it’s worth it or not.
We dive deep into her business. Discussing how she used to neglect marketing but now she's a firm believer that marketing helps her generate new clients.
We talk about diversity within the financial planning profession, but also diversity when it comes to clients. We talk about the LGBTQ+ community and do transgender gender need different services when it comes to financial planning. Nicola opens up and shares some very personal experiences that are a fantastic eye opener to the struggles people in the trans community face. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 06 Apr 2023 | Mindful Wealth | 00:52:59 | |
We have Charlie back hosting this week episode talking with Jai Street from Mindful Wealth. Jai is a financial adviser who set up his own business on the foundations of his intrinsic values.
We talk to Jai about the process and why he set up Mindful Wealth. He gives advice on how a financial adviser can start a business built from the ground up on strong values.
Jai also goes in depth on the topic of mental health and opens up about having ADHD, the challenges he’s faced, but also the benefits he’s found from having it. We also talk about how having ADHD can affect personal finances, Jai gives fantastic advice on how to manage finances when you have ADHD.
Enjoy! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 30 Mar 2023 | The New World Order – Affordable Financial Planning for All | 00:57:46 | |
Today's guest on the Financial Planner Life podcast is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set up The New World Group, all about the fees, subscription models and giving free advice to those that don't fit the typical financial planning mould.
We cover many subjects · The importance of longevity · Does retirement need to be reframed? · Physical and metal wellness, and building good habits · How working with social media influencers can lead to great growth
We also dive into technology. Specifically, how The New World Financial Group have implemented it into their business and future growth plans, to improve the time it takes to deliver good quality financial advice to those that usually don't fit the typical advice model.
It's a fantastic episode about the future of financial planning.
Hope you enjoy it. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 23 Mar 2023 | B Corp: Turning Your Financial Planning Business Into a Force for Good | 00:56:43 | |
This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 13 Apr 2023 | Building Confidence in Financial Advice | 00:53:58 | |
Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what’s in store for the next generation of Financial Planners!
We cover many subjects · The variety of options available for starting a career in financial planning · Helen’s thoughts on independent vs restricted financial advice · Transitioning from Paraplanner to Financial Adviser · Educating the next generation on the importance of financial planning · Confidence building tips for those who aren’t naturally extroverted
Helen has a really positive outlook on the industry and the way the next generation thinks about their money. A breath of fresh air to what is often portrayed in the media, this is a great episode for both prospective financial planning professionals and those with an established career in the industry.
Hope you enjoy it. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 27 Apr 2023 | Invest in Yourself – Invest in Your Business | 00:42:42 | |
Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal development and branding in the world of Financial Planning. We talk about his career journey, difficult decisions he faced at crucial stages in his career as an Adviser, and how he invested in his personal development and brand image in order to excel his business.
We cover a variety of topics including: · Transitioning from restricted to independent · The purpose of a CPD (Continued Personal Development) · The benefits of building a strong LinkedIn presence · Becoming an AR
Ian does a great job of exploring how his ability to self-reflect and utilise the support of professionals in areas outside of Financial Services has helped him build a successful brand and prospect new business! We hope you enjoy this great episode with a tonne of valuable insight! 00:01:04 | Ian's career journey 00:02:27 | How Ian managed to make his role into a passion 00:06:01 | Was it a big change going from restricted to independent? 00:11:48 | What is CPD 00:13:26 | Ian's personal development journey 00:17:17 | Choosing personal development over qualifications 00:20:13 | Where to start with personal development 00:23:31 | What made Ian start viewing LinkedIn more seriously 00:26:48 | Social media strategies on LinkedIn 00:31:09 | Why video is better than text 00:36:54 | The journey to AR 00:39:34 | Ian's nuggets of wisdom Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 20 Apr 2023 | The Secret to Successful Management in Financial Planning | 00:59:51 | |
On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nominated manager in the Financial Planning World and has an abundance of insight into how to effectively manage people, improve productivity and form better relationships with your team. In this episode we discuss Alice’s career journey, why she aligned well with managing a team, as well as many of the aspects that go into becoming a strong manager including:
Alice also covers a crucial point on how, as an employee, to approach your senior for a conversation around growth opportunities and personal development! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 04 May 2023 | Building a Personal Brand from the Ground Up | 01:06:05 | |
This week, we’re joined by Nicola McKenzie, Founder of Dunham McCarthy a group of companies that offer legal, mortgage, and protection advice. Nicola takes us on a journey from when she first started her business as a twenty-something to now, a successful and thriving businesswoman. We explore her passion for media and content creation, employee development, and why money is no longer the driving force behind her success and career development. - Taking the leap of starting a business - How your values and goals change as your business grows - The importance of developing a personal brand as a professional - Overcoming fear of failure in order to succeed - Different approaches you can take to marketing – outsourced and organic - Marketing tips to maximize your chances of being seen and being heard - Nicola shares her new software which will help revolutionise will writing This episode is full of valuable insight for any professionals trying to build a successful brand image and grow a business, from those starting their careers and making strong first impressions, all the way up to company owners taking their businesses to the next level. We hope you enjoy the episode! 00:01:58 | What do you do? 00:03:05 | The benefit of a team with diverse skillsets 00:04:02 | STEP qualified 00:04:44 | Before self-employment 00:08:31 | What was the catalyst that made you go self-employed? 00:10:11 | Unhealthy relationships 00:13:44 | Different types of goals when running a business 00:17:41 | How Nicola shifted her purpose 00:23:33 | The realities of running a business 00:29:22 | The exciting bits of running a business 00:34:57 | How to be a successful mortgage adviser 00:41:20 | Marketing & Social Media 00:42:46 | How to get started on social media 00:48:42 | Personal & Business Growth 01:04:14 | Outro Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 11 May 2023 | Financial Planning for Communities, Not Corporates | 00:58:31 | |
Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Cheetham Jackson, a longstanding Financial Planning firm with a unique outlook on what success means with regard to client outcomes. Stuart outlines why within his business, having billions of assets under management and high net worth corporate clients ranks below developing stronger connections with and giving back to the local communities within which a business operates. We also dive into Stuart’s thoughts on historically, what's been going wrong with the Financial Planning business model and how the clients that should be the most important to a local business, are often overlooked.
This is a prime example of an organisation that is truly committed to going against the grain and providing the best outcome for those individuals who don’t fit within the typical client profile for Financial Planning! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 18 May 2023 | The Power of Podcasting and YouTube with Pete Matthew | 01:30:18 | |
Another fresh episode of The Financial Planner Life Podcast for your eyes and ears and this week’s guest is Pete Matthews Chartered Financial Planner, co-owner and CEO of Jacksons Wealth and founder of the Meaningful Money YouTube channel, which provides financial coaching on money management, investing and saving strategies.
Pete shares his career journey with us from making a complete U-turn from his previous career in Hospitality Management, to relocating and joining a local firm, through to acquiring clients from retiring advisers.
Pete is also an originator in the world of Financial Planning content creation, starting and running his YouTube and podcast ‘meaningful Money’ channel since 2010, and still going strong today with over 4.5 million downloads! He offers some serious wisdom when it comes to content creation, including but not limited to:
- What goes into making enticing content for your audience? - Building a business with purpose - Selecting topics of discussion to boost engagement. - Balancing content creation and your day-to-day workload - The importance of consistency and continued engagement Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 25 May 2023 | Financial Planning Career Testimonial with Rich Weatherburn | 00:08:54 | |
This week we have something a little different for you here at Financial Planner Life, demonstrating the power of developing a strong industry network! As you may know, we are powered by Financial Services Recruitment Specialists Recruit UK, experts in talent resourcing within the Financial Planning Profession. Recruitment often gets a bad rap, but in reality, it genuinely changes people’s lives.
Take Richard for example: Richard was in a tough place. Self-employed and building/running his own firm was no longer enjoyable. He had built AUM, had no problem winning clients, loved the business development aspects of his work, but by his own admission made some bad hiring decisions, didn’t enjoy the day-to-day runnings, and felt under pressure to grow the business. It was costing him £££s and causing him stress.
Richard wanted out of self-employment, but under his terms…. He wanted to: Work employed for an IFA Sell his client bank to that IFA Continue servicing those clients and focusing on new business. Surround himself with experts who could support his professional growth and allow him to focus on what he’s good at. Maintain his flexible working set-up, as a new baby was on the way.
Everything Richard wanted, Recruit UK delivered on! Richard was marketed to Recruit UK and Financial Planner Life’s trusted clients, remaining clear on Richard’s objectives throughout. We then screened and selected 4 suitable options from over 30 requests for interview and managed the process from start to finish.
Thank you, Richard, for trusting us and the team at Recruit UK, we are truly grateful that we got the chance to improve your personal and professional Financial Planning career journey.
If you’re a Financial Planning Professional looking to take the next steps in your career, reach out to Recruit UK and speak with your regionalised consultant here: https://recruitukltd.co.uk/job-consultation/ Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 01 Jun 2023 | FPL Top Tips - Financial Planning Gurus on Content Creation, Marketing & Personal Brand | 00:16:22 | |
This week we have a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand development and content creation.
We draw on the wisdom of previous guests Pete Matthew, Nicola McKenzie, Sam Tate, Matt Cross & Michelle Wilson-Stimson, in this compilation of top-tips, interesting perspectives and advice for those building a brand and business in Financial Planning.
Understanding how to market yourself is imperative for any Financial Planning professional trying to expand their network and build their business. We hope you learn as much as we did from these amazing guests!
00:00:31 | Pete Matthew 00:03:29 | Nicola McKenzie 00:06:39 | Sam Tate 00:08:16 | Matt Cross 00:12:59 | Michelle Wilson Stimpson 00:16:07 | Outro Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 08 Jun 2023 | Inclusivity and Diversity in Financial Planning | 00:21:56 | |
Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to compile another special feature episode! This week’s topic; Inclusivity and Diversity!
Financial Planning in the UK has always held connotations of old white men in suits, a stereotype that is being broken more and more as the industry progresses. Now more than ever, Financial Planning professionals recognise the importance of diversity in their workplace, and how being inclusive in their practice only opens doors for a better work environment.
This episode features clips from past guests; Lucy Byrom, Hayley Rabbets, Nicola Crosbie, Jai Street & Alice Lording, all Financial Planning professionals with lived experiences around inclusivity and diversity in their working or personal lives. It’s another episode packed full of insights, knowledge and top-tips when it comes to promoting inclusivity and diversity in Financial Planning, a must have for Financial Planners in the modern world! Enjoy!! 00:00:00 | Intro 00:00:33 | Lucy Byrom 00:02:25 | Hayley Rabbett 00:07:33 | Nicola Crosby 00:12:39 | Jai Street 00:17:50 | Alice Lording 00:21:42 | Outro Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 14 Jun 2023 | New Business Opportunities In Corporate Financial Advice | 01:15:23 | |
This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage Wealth Management, experts in helping corporations take a deeper look at their finances, employee benefits packages and the future of their company.
Oliver walks us step-by-step through his journey from starting out in personal banking, to moving across to Financial Advice, explaining the steps he took, what worked and what didn’t, and the decisions he faced when navigating his career progression journey.
We also look at which career routes are best suited to those from non-financial services backgrounds, exploring the different options available and what key points to consider when embarking on this journey.
Oliver is a self-built, hard worker who’s no stranger to business development, and he outlines for us the differences in how he approaches corporate clients, and individuals when offering his services and picking up new business.
This episode is a must-listen for anyone looking to accelerate their career progression, market their services and learn the ropes of business development within Financial Planning! We hope you find it as valuable as we did!
00:00:00 | Intro 00:01:11 | Oliver's career journey 00:05:44 | Finding opportunities 00:10:05 | Administrator/Paraplanner route or Trainee adviser route? 00:12:51 | Trainee adviser experience or sales experience? 00:15:08 | How to develop whilst in the paraplanner role 00:18:06 | Employed vs self-employed academy route? 00:28:36 | Client development strategy in the early stages 00:32:07 | Lead generation 00:35:24 | Creating content 00:40:07 | How to get into the corporate world 00:48:01 | The sales and marketing strategy to get into the corporate world 00:55:28 | Internal referrals, who to target 00:59:57 | The inbound business tipping point 01:04:01 | How to get companies interested in partnering Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 22 Jun 2023 | Building Career Confidence in Financial Planning | 01:07:36 | |
Welcome back to another episode of the Financial Planner Life Podcast and this week’s guest is Jamie Barnes from Pembroke Financial Services. An Adviser for just under a year, we reflect on Jamie’s career to date, why he made the decisions he did at different stages, and what he would have done differently if starting again. We discuss in depth what is required on a personal and professional level, in order to maximise your progression in your Financial Services Career.
Jamie spent around 10 years as a Paraplanner, a role that he was very comfortable doing, but always had aspirations of stepping into advice. Having an entrepreneurial spirit from a young age, Jamie still carries that same mindset with him today, with aspirations of continuously progressing his career. Unfortunately, experiencing age discrimination as a young adviser, not wanting to rattle the cage of his bosses, and a lack of personal confidence all played a big part in hindering his rate of progression.
Jamie offers his thoughts on transferable skillset’s, transitioning between roles within a Financial Planning business, and how self-belief and confidence plays a big part in your rate of progression. We also look into how now is the time for firms to invest in bringing new talent into Financial Planning, and what can be done to further encourage second careerists and graduates to enter into the industry.
We dive into how your LinkedIn profile is your shop window in Financial Planning, even as an individual navigating your career journey, and how showcasing your skills, experience and connections can be used as a marketing tool.
This episode truly is a toolkit for success when it comes to moving your career in the right direction, so give it a listen and take the first steps toward securing your dream job! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 28 Jun 2023 | Chartered Financial Planner & Company Director at 24 | 01:16:27 | |
We have a very exciting episode for your eyes and ears this week on the Financial Planner Life Podcast. This week’s guest is James Rivers, Finance Degree Graduate, Chartered Financial Planner and Company Director at Lane Financial Management, all at the very young age of 24 years old! This impressive individual is a prime example of what can be achieved with the right guidance, determination, and access to opportunity for the next generation of Financial Planners.
James talks us through what went in to laying the foundations for his successful career, starting at Uni, alongside taking his Level 4 Diploma in Financial Advice, before joining a firm as a Financial Analyst on a placement program to build confidence and experience. We also discuss what, if anything, James would do differently if carrying out this journey again.
James talks to us about what drives him in his career, where his values are within his work as a Financial Planner and what drives his passion for servicing clients. We talk about other skills, aside from technical knowledge, that go a long way toward creating a great Financial Adviser that might not be obviously apparent at first glance. James also offers his insight into why many Financial Planning Professionals haven’t got access to the same rate of progression as him, what barriers are in place for employees trying to climb the corporate ladder, and what aspiring Financial Planners can do to get over this hurdle.
On a personal Level, James, like all of us, has experienced doubts, imposter syndrome, and uncertainty around his aspirations and career goals. We look into the steps James took when facing these feelings, and how he overcame personal roadblocks that could have otherwise held him back.
If you’re in position where you feel stuck in your career and are wondering how to move things forward, or if you’re just setting out on your Financial Planning Career journey, this episode provides a boat load of useful insights that can help get your future career path clearly laid out! Go get ‘em!
00:04:35 | How James got into Financial Planning 00:10:40 | How James studied for his exams whilst in placement 00:12:10 | How James studied for RO exams 00:20:40 | University or Diploma? 00:32:53 | Experience working in placement at a financial planning firm 00:44:30 | The benefit of gaining experience in the placement 00:54:15 | Becoming a chartered adviser at a young age 00:56:27 | Imposter syndrome 01:02:50 | Aspirations 01:08:48 | What James would do to push his business forward Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 06 Jul 2023 | Tools for Quick Success When Running Your Financial Planning Business | 01:15:14 | |
This week on the Financial Planner Life Podcast we speak with Tom Ham, Founder and Director of Calton Wealth Management, a Financial Planning firm that has experienced exponential growth in recent times.
For Tom, variety is the spice of life when it comes to a career in Financial Planning, navigating a varied journey from within multiple firms, from trainee, to self-employed, to working within a hybrid Law and Financial Planning business before eventually setting up his own business based around his core values as an Adviser.
Having a varied career experience puts Tom in the advantageous position of having seen many Financial Planning businesses with varied set-ups and ways of working. He offers his thoughts on what set-ups can work well for Advisers at different stages in their career, and how in his business, he’s mindful of what an Adviser who’s looking to join his firm is trying to achieve, and how positive outcomes for client, adviser and business are of equal importance.
Tom shares his thoughts on niching down when taking on clients as a Financial Planner, the benefits and drawback associated with this, and some important points to consider when deciding whether to refine your niche in the market.
We also explore the role of Non-Executive Directors and what they can bring to a business, discussing how forming a collaboration of experts within a range of specialist areas can take your business from small fry to big fish!
Whether you’re just starting your Financial Planning career, going through a transition, or setting up your own business, there’s something for everyone in this episode!
00:03:32 | Quickest way to build a relationship 00:05:11 | Seeking out clients 00:08:41 | Key person of influence 00:15:04 | How Tom got into Financial Planning 00:31:33 | The divide between the legal team and financial planners 00:37:17 | Making a difference 00:42:34 | Tom's secret sauce to success 00:48:10 | Creating a succession plan 00:57:17 | Non-Exec Directors 01:06:22 | One area of the business that needs improvement Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 13 Jul 2023 | Build Better Relationships in Financial Planning | 00:44:20 | |
Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered Financial Planner at BRI Wealth Management, and expert in client rapport building.
Laura has taken some leaps of faith in her career, being adept in a Paraplanner role, before being encouraged by her employer at the time to step into an Adviser role. This step, along with others, cemented the importance of mentorship for Laura, and instilled the benefit of having a strong support network around you to aid your progression.
One of Laura’s main passions within her role as a Financial Adviser is developing strong relationships with her clients. We discuss how understanding your clients’ needs and taking time to get to know them on a personal level can help massively when working with them.
Laura is part of an industry minority in that she is a female Financial Planner. We take a look into diversity within the Financial Planning profession, and how although there has been progress around diversification in recent years, more can and should be done.
Coming from a standpoint of moving from a technical Paraplanner role into a client facing Adviser position, Laura knows a thing or two (hundred) about soft skills development and gives some key tips for those looking to develop in this area, explaining how leaning on those around you can help accelerate this.
This week’s episode is a handy playbook for anyone aspiring to be a great Financial Planner with long-lasting relationships with their clients, built on trust and understanding!
Time Stamps 00:00:00 | Intro 00:01:23 | About Laura's career 00:03:39 | Talking mental hurdles to take the next step 00:05:03 | Employer support and encouragement 00:07:11 | Building client relationships 00:08:38 | Tailoring approaches & building trust 00:16:42 | How to encourage more women into the profession 00:17:49 | Important skills to have 00:23:00 | Passion for the career 00:24:15 | Soft skills & education 00:28:12 | Meeting clients 00:33:15 | How to personalise your approach to clients 00:39:09 | 3 most important soft skills
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 20 Jul 2023 | POV of a Financial Planning Company Director | 01:31:49 | |
This week on the Financial Planner Life podcast our guest is Karl Pemberton, Chartered Financial Planner and Director of Active Chartered Financial Planners.
Karl talks us through his career journey, starting in a banking environment, Karl worked his way up through the ranks, before taking the helm at his father’s Independent Financial Planning firm. Karl drew from his experience in a banking environment, putting a heavy focus on continued training, development and progression for each individual within the business, including himself.
Karl goes on to explain the importance of the systems and processes within his business, specifically around the topic of client file management and organisation. What runs parallel with this is the ability to reflect on this information in the form of KPI’s and historic company performance data. Karl outlines how he utilizes this to calibrate both his team’s performance, and the future focus of the business.
We briefly touch on the tech-elephant in the room, AI! Karl discusses his thoughts on the benefits and risks involved with the use of Artificial Intelligence in Financial Planning, and what his plan is for incorporating AI into his business with a cautious and calculated approach.
Now, it’s not all sunshine and rainbows at the top! Karl talks us through some of the pain points of running a business, from rejection handling, networking to continued personal and professional development. He gives tips on staff retention, generating leads and referrals and attracting talent, three crucial elements for successful business growth and employee satisfaction.
If you’re trying to better understand the thought processes of the Director of a Financial Planning firm, or if you’re running a business of any kind, this episode is jam-packed with insightful nuggets of wisdom. Enjoy! 00:00:00 | Intro 00:03:54 | About Karl 00:09:30 | How Karl got to his position 00:11:41 | Training and development 00:21:05 | Systems and processes 00:26:05 | Data Points 00:31:25 | AI 00:35:04 | Client acquisition 00:38:21 | Client generation advice 00:42:31 | Difficulty of growing a business 00:48:22 | Staff retention 01:01:35 | Board of directors 01:11:30 | Impacts of being a business owner on mental health 01:18:55 | Chair of institute of directors 01:26:20 | The future of Karl's business Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 27 Jul 2023 | Paraplanner to Financial Adviser – No need to wait! | 00:52:33 | |
This week's guest on the Financial Planner Life podcast is Lauren Gifford from Butler Toll. This episode is a serious thought provoker for anyone navigating a career path within Financial Services and could give you the clarity you need to make decisions around your career progression plan!
Lauren has been in Financial Services since before the 2008 financial crash, where she was advising in Mortgages in a building society environment. Like many others in her situation, the financial crash caused Lauren to rethink her career prospects, which ultimately led to her obtaining a PA/Administrator role within a small Financial Planning firm whilst raising a family.
Lauren talks us through her entrance into the Financial Planning profession, what she learnt in the early stages of her career that helped her in the long run, as well as what advice she would give to someone who’s unsure of the rate they should be progressing at.
Qualifications, as we all know, are an essential part of a Financial Planning Professional’s career, and Lauren talks us through what qualifications she obtained, when she obtained them, and reflects on the value they added at that stage in her career.
We discuss the process that Lauren undertook when seeking a Trainee Financial Planner role, including how she set out clear expectations to prospective employers at interview stage, in order to outline what she was looking for in her career, an important conversation a lot of job seekers might be apprehensive to have!
Lauren is a huge advocate for the ‘believe in yourself’ mindset, this might just be the episode that gives you the motivation to rethink your career goals, explore your greatest ambitions, and pursue your dream position within the not-so-daunting world of Financial Planning! 00:00:00 | Intro 00:01:45 | How Lauren got into the profession 00:06:56 | Moving from Mortgage Advice into Financial Planning 00:10:22 | Experience in Administration before Financial Adviser role 00:11:23 | Qualifications 00:15:35 | Career Progression - Paraplanning 00:22:02 | Finding opportunities as a new financial planner 00:25:42 | Career Progression - Financial Planner 00:28:36 | Paraplanner vs Financial Planner Roles 00:34:46 | Advice looking back 00:35:45 | Women in Financial Planning 00:40:05 | Personal Development & Confidence 00:43:14 | Clients 00:48:01 | Year 1 as a Financial Adviser Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 03 Aug 2023 | Insights from the Experts - Sustainable Financial Planning | 00:29:04 | |
This week on the Financial Planner Life Podcast we have a special feature episode on all things sustainability in the world of Financial Services! We revisit some expert guests, in conversation with our very own Charlie Scott, discussing the past, present and future of the topic of sustainability in the context of Financial Planning. Some of the episodes featured and topics discussed include: Ep.95 with Tom Jaffrey – Changes in attitude toward sustainability between generations. Ep.88 with Rebecca Kowalski – How client conversations have shifted toward climate change over time. Ep.118 with Jai Street – Having the right mindset within your business to have a positive impact. Ep.90 with Charlotte O’Leary – Investing for the future generation. Ep.120 with Seb Elwell – The climate crisis is everyone’s responsibility This episode is a great way to take a look at how the Financial Planning Profession is helping change the world for the better, and how the future of the industry will be heavily driven by sustainability. As our very own Charlie Scott once said: “If you want to make a change in this world, go to where the money is and start there. That way you’ll have maximum impact from the outset.” 00:01:43 | Tom Jaffrey 00:04:48 | Rebecca Kowalski 00:09:53 | Jai Street 00:15:10 | Charlotte O'Leary 00:21:08 | Seb Elwell 00:26:27 | Final thoughts Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 10 Aug 2023 | From Restricted Adviser to Independent Financial Planner | 01:08:38 | |
Lee Quinn, IFA at Alexander Grace. Lee’s career route began in typical fashion, starting as a Trainee-Paraplanner before being made redundant as a result of the 2008 Financial Crash, where he became interested in pursuing a career in Financial Advice. Through feedback from those around him, along with some self-analysis, Lee decided that personally he hadn’t had enough working life experience to step up into advice at this stage, and so focused his efforts toward developing his Financial Services knowledge and experience from within a Compliance role. Lee talks us through how his thinking matured over time, how different life experiences helped his client facing ability as an adviser, and how leaning into mentors and management helped aid his career development both in the lead up to becoming an adviser and beyond. 00:00:00 | Intro 00:02:03 | Lee's Career Journey 00:05:08 | Trainee Paraplanner to Compliance 00:13:26 | Life Experience/Skills 00:17:35 | Honest Feedback & Mentoring 00:28:34 | Working in Restricted 00:36:37 | Working in an IFA 00:41:54 | Finding the Right Role 00:55:44 | Career Progression 00:58:47 | IFA Learning Curve 01:04:41 | Client Niche Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 17 Aug 2023 | Financial Planning Blueprint for Career Success with Warren Shute | 01:04:00 | |
This week’s guest on the Financial Planner Life podcast is Warren Shute *deep breath* Chartered Wealth Manager, Money Coach, Author, Sunday Mirror Columnist and Co-Founder of Lexington Wealth management …That was a mouthful!
Warren takes us on a career journey and shares his proven system for creating a £1,000,000 turnover business! it’s such a good method that now he’s packaged it up into 36-month coaching program for Financial Planners.
Is it about time you took your business to the next level?
Here’s a breakdown of what the coaching course covers:
· Setting a business plan so you know what business you want to develop. · Establishing your ideal client profile so you know who to attract. · The systems and controls to manage your workflow efficiently. · Time and diary management so that you can maximise your time in the office. · How to build a service proposition so you attract raving fans. · How to conduct an empowering Discovery Meeting. · How to conduct an exciting and engaging Planning Meeting. · How to model the essential financial planning catastrophe scenarios. · How to deliver a comprehensive estate planning solution. · How to create an ideal investment proposition.
Find out more here - Be sure to mention Financial Planner Life!
00:02:12 | Warren's Career Journey 00:08:11 | The Positive Impact of Being a Financial Planner 00:11:10 | Money Mindset 00:15:20 | FinTech 00:18:43 | The Goal When Setting Up a Business 00:20:18 | Working Less 00:22:09 | Business Structure 00:28:03 | Is There a Blueprint for This Level of Success? 00:32:36 | Coaching 00:37:05 | Coaching Course Candidates 00:47:01 | Type of People on the Courses 00:48:36 | Systems & Structures 00:55:05 | Client Acquisition Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 24 Aug 2023 | Unleash Your Potential – Embracing Self Employment as a Financial Planner | 01:12:35 | |
BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year’s Verve Evolution Awards 2023!!! We’re very proud to be nominated so if you’re an FPL listener follow the link to cast your vote and support the Financial Planner Life podcast: Awards – Evolution by The Verve Group (weareverve.co.uk) Our guest this week is Adam Cockerham, Financial Adviser with William Dixon & Associates and Self-Employed career advocate. Adam has mentored Financial Planners entering the industry and was referred to Financial Planner Life after an individual he mentored, who jumped straight into Financial Services as a Self-Employed Adviser, reached out to us to sing his praises and recommended we talk to him about the journey of someone entering the industry. Adam talks us through his career journey, a traditional route of Admin to Paraplanning to Adviser, but we also discuss the variety of routes available to those looking to enter the industry today and the pros and cons associated with them. A key factor that can heavily influence the decision to go self-employed is the environment in which you do so, and although there are a lot of options, Adam talks us through some of these and explains why it can quite often be down to individual preference. Pair this with the value mentors can offer to up-and-coming advisers, and you’ve got a recipe for rapid and successful career growth. We cover aspects of the adviser journey such as mindset and mindfulness, the increased awareness of this within the profession and how being part of a company with a strong office culture can have a huge impact on your career development path. It’s not all sales calls and database entries, Adam offers some golden tips about what he does to stay productive in such a varied role as a Financial Planner. We delve into some of the key aspects that make a successful, well-rounded adviser, including; Business Development, Marketing and Niching down. This episode is ideal for anyone at a crossroads in their career journey, if you’re considering taking the Self-Employed route, watch and learn!
00:00:00 | Intro 00:01:44 | Adam's Career Journey 00:05:16 | The best entry routes 00:10:52 | Self Employment 00:21:58 | Great environments for self-employment 00:27:02 | Mindset 00:30:52 | Mindfulness 00:33:56 | Processes 00:38:08 | Approaching time consuming tasks 00:41:12 | Business development 00:51:44 | Marketing and content creation 00:59:39 | Niche 01:03:56 | Adams advice 01:09:56 | What advice would Adam give his past self Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 31 Aug 2023 | Cultivating an Attitude of Gratitude when Building an IFA Practice | 01:17:27 | |
Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and Director of Gratitude Financial Planning! 00:00:00 | Intro 00:02:44 | Freddie's career journey 00:04:31 | Getting a graduate role 00:06:39 | Books to read 00:09:52 | Experience and skills 00:12:47 | Freddie's career cont. 00:14:36 | Protection, Restricted & IFA 00:22:53 | Career Framework & Routes through the profession 00:30:02 | Going self employed 00:38:16 | Gratitude Financial Planning 00:40:39 | Social Media 00:44:31 | Partnering with others 00:47:44 | Mental, physical and financial wellbeing 00:55:53 | Consistency 00:57:28 | Idea generation 01:00:26 | Content creation Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 07 Sep 2023 | Make Sales Great Again – The Forgotten Code in Financial Planning | 01:18:36 | |
Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast we are joined by Paul McCoubrey, Financial Planner and Director of Navigate IFA.
Paul has navigated (sorry) an extensive career in Financial Services and has always championed the importance of sales prowess for Financial Planners looking to grow a business, generate leads, and build lasting relationships.
We discuss how sales expertise has become a bit of a dying art in the world of Financial Advice, especially in a face-to-face capacity since the rise of Zoom and the ‘virtual coffee’. Paul takes us through some of the most successful sales strategies he’s developed over his career, including advice he gives to his team when selling in both a B2C and B2B capacity.
Paul dissects his own business, explaining the set-up he’s devised to maximise growth, whilst upskilling staff in areas they can benefit from, a win-win for both employee and business. We also talk social media, the new age of marketing and personal brand, and what that has given and taken away from the world of sales.
This episode is an inside look into the playbook of a seasoned sales pro, operating in the world of Financial Planning, and is not one to be missed! 00:00:00 | Intro 00:01:53 | How Paul got into financial planning 00:05:17 | Sales training 00:11:27 | What to do to get new enquiries and build relationships 00:24:07 | Commission vs ongoing fees from assets under management 00:27:22 | Mortgage to protection to financial planning route 00:33:11 | Shadow adviser 00:38:30 | Business development 00:50:03 | Social media 00:59:13 | B2B 01:08:00 | Advice for interviews for interviewees Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 14 Sep 2023 | See it, Believe it, Be it – A Financial Planners Guide to Achieving Career Goals | 00:51:45 | |
This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance Society. In this episode we focus heavily on personal development, perseverance in the face of adversity and achieving your career aspirations.
We look at Bethany’s career journey, from admin, to paraplanner being labelled as an admin, to finally being recognised for her capabilities within a firm that supported her continued progression.
In fact, progression is very much the name of the game in Bethany’s view, always looking for the next growth opportunity, qualification, or accolade in her career. Bethany talks us through her strong-willed mindset and the part it has played in pushing her forward.
Bethany has faced her fair share of adversity, entering the profession at a young age, being overlooked for promotion as a result of this, but this hasn’t stood a chance at holding her back!
If you’re an aspiring Financial Planning professional, or mid-career looking to excel beyond your limits, this episode will give you the inspiration you need to improve your mindset and achieve your career goals!
00:00:00 | Intro 00:00:57 | Beth's career journey 00:04:05 | The exam journey 00:13:00 | Mindset 00:16:05 | Facing adversity 00:22:50 | Navigating the interview process and employer conversations 00:27:33 | Positive personal mental attitude 00:29:11 | No university, no graduation 00:31:43 | Changing the age and gender narrative 00:36:12 | Dealing with bad apples 00:39:13 | Encouraging young people into the profession 00:46:06 | Paying it forward 00:47:28 | Routines and non-negotiables 00:50:14 | Outro Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 28 Sep 2023 | The Financial Planner Life Academy | 00:41:16 | |
Are you thinking of pursuing a career in Financial Planning, but don’t know where to start? Do you want a job as a Financial Adviser, Paraplanner, Administrator or Mortgage & Protection Adviser, but need the skills and qualifications to do so? Well, the search is over! We have a very special episode of the Financial Planner Life podcast for you this week as we officially launch the Financial Planner Life Academy with NextGen Planners! We’re joined by Adam Owen, Director and Head of Content at NextGen Planners, a community of forward-thinking, innovative Financial Planners who share ideas and best practice with their peers. At Financial Planner Life, with the help of NextGen Planners, we have created the first fully independent training and development platform for those looking to begin their career in Financial Planning! Find out more here: https://recruitukltd.co.uk/fpl-academy/ 00:00:00 | Intro 00:02:52 | Why we chose to train through the Cii 00:12:05 | Support 00:17:58 | Future training and development programmes 00:21:01 | The career path 00:26:57 | Who the academy is open to 00:32:32 | Mental health and wellness 00:38:55 | Conclusion Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 21 Sep 2023 | Transitioning from Legal to Financial Planning | 01:28:15 | |
This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction with Financial Planners, he saw a career choice which really piqued his interest, and the rest is history!
A self-described “Intrapreneur”, Ryan talks us through what this means to him and the advantages of adopting this mindset. We look at what Ryan’s qualification journey looked like, including Ryan’s opinion on whether to focus on getting qualified, or securing a position in the industry. We look back on Ryan’s first year as a Financial Planner, why he felt his situation was a fortunate one, and what things to consider when starting from the ground up.
Finally, we look at what Ryan thinks the future of employment in Financial Planning looks like, including training and development, facilitating growth, management and more.
If you’re on the outside looking in, thinking of embarking on a career in Financial Planning, but wanting to do it the right way, this is the episode for you!
00:00:00 | Intro 00:01:50 | How Ryan got into Financial Planning 00:03:32 | Pathways & Entry Points 00:10:19 | “Intrapreneurialism” 00:19:55 | Gaining qualifications 00:30:31 | Making changes 00:38:43 | Becoming successful 00:47:14 | Acquisition 00:55:30 | The future of employment in Financial Planning 01:03:47 | The Strength of Values and Morals 01:09:28 | Self Development, Training & Community Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 05 Oct 2023 | Building a YouTube personal brand with Financial Planner George Agan | 01:29:27 | |
Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel, or social media marketing platform to bring in clients, spread your message and promote your services?
This week’s guest is George Agan, Chartered Financial Planner at Flying Colours, content creator and founder of the Principles Personal Finance YouTube channel, designed with the goal of providing “Personal finance and financial education from a Chartered Financial Planner”
We explore George’s career journey, from touring Europe as a musician, to working long hours in a call centre and eventually, embarking on his Financial Planning career journey. We talk career routes, the pros and cons to the various options available for those looking to get into Financial Planning and what to consider before doing so.
Then the really juicy stuff! George is an absolute wizard when it comes to creating content, engaging an audience effectively and the innerworkings of YouTube and how it works, all the way down to algorithms and the type of content that gets pushed to the masses.
We learned loads from George during this episode, so whether you’re navigating your career in the Financial Planning profession or are already established and looking to begin your content creation journey, this episode is overflowing with tips and tricks to get you off the ground!
Time Stamps
00:00:00 | Intro 00:02:48 | How George got into Financial Planning 00:11:26 | Routes through the profession 00:20:18 | Content creation 00:35:24 | Content creation as an employee 00:40:56 | Intellectual property rights with content creation 00:50:29 | Where is your content creation future going? 00:56:24 | Marketing strategy 00:59:06 | Sales process 01:12:23 | Targeted content creation 01:14:38 | Starting content creation in 2023 01:19:07 | YouTube SEO, is it the key? Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 12 Oct 2023 | More Women are Needed in Wealth Management – Female Financial Planners Unite! | 01:07:09 | |
Are you part of a group that is underrepresented in the Financial Planning profession? This week, we’re joined by Women’s Financial Wellbeing advocate and Chartered Fellow Financial Planner Samantha Secomb, Director of Women’s Wealth – Financial Planning and Advice for Women. Throughout her career in Financial Services, Samantha has identified some key behavioural differences that often come to light when talking to couples about their finances. We discuss her findings and how these were the seeds of research behind her current company, Women’s Wealth. Samantha has a burning desire to bring women to the forefront of Financial Planning, as she feels that as they are underrepresented in the industry, resulting in fewer women seeing success as a female Financial Planner as a viable and achievable option. She shares her thoughts on how as a profession, we can change this for the better. We look at empowerment of clients, making Financial Planning accessible to women who might not fit the typical client profile and how Women’s Wealth is changing this, including their focus around subscription models as a means of servicing clients. If you’re passionate about diversifying the Financial Planning profession, this episode is truly inspiring and positive outlook on the future of Financial Services, from both a careers, and client service perspective.
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 10 Oct 2023 | A Guide To Financial Advice Administration, Financial Planner Life Academy Focus (from YouTube) | 00:20:16 | |
Ever wondered how to become a financial planning administrator? Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 16 Oct 2023 | How To Become A Paraplanner in Financial Planning. Financial Planner Life Academy Focus ( taken from YouTube video) | 00:17:43 | |
Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources. 📚 Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 19 Oct 2023 | Growing Your Financial Planning Business Through Mental Fitness | 01:13:04 | |
Does the business you work in have a detrimental effect on your mental health? This week we're joined by Mike Jones, Founder of Better Happy, the organisation that aims to elevate the wellbeing of businesses, with the mantra of; ‘Creating happy places to work so any business can lead their industry through high levels of employee wellbeing, productivity and retention.’ Mike is a firm believer in the idea that in the UK, we have a misplaced definition of success, and often sacrifice certain things in order to improve other aspects of our lives, without looking at the effect that has on the big picture that is our wellbeing as humans. We talk about the value of routine, accountability, reflection and how these can remedy the factors that negatively affect your mental fitness, from both an employee and business owner standpoint. We look at hierarchical structures within businesses, the part they play in the wellbeing of those within the business and common mistakes that often lead to negative outcomes. On the other hand, we evaluate some key ingredients that go into designing a business that is set up for success in the wellbeing department. Whether you’re an employee who feels their wellbeing isn’t what it should be, or a business owner looking to improve your company culture, this episode will set you on the path to positive change! Time Stamps 00:00:00 | Intro 00:00:36 | How are you out of 10? 00:06:51 | Ambition 00:19:50 | Do business owners prioritise success over their personal health? 00:28:00 | Conflict & Fear 00:33:09 | Do personal transformations = business transformation 00:38:12 | The mistake of promoting employees to management 00:45:26 | Businesses can change the UK's mental health 00:55:49 | Do things for purpose 01:02:52 | Charity and generosity
Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 26 Oct 2023 | CRMs in Financial Planning with Wealth Dynamix and Plannr | 01:13:55 | |
Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests: Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system” Robert Roome, Chief Strategy Officer at Wealth Dynamix – “Revolutionising the way you manage client relationships” We take a deep dive into the value these fintech solutions offer for Financial Planning firms to enhance their business. This isn’t just down to the enhancement of Adviser’s day-to-day duties, but the knock-on effect this can have on back-office teams, management and clients throughout the process. In recent years, there has been a substantial shift in the way Financial Planning firms utilise technology to streamline their processes in order to provide a better service for their clients. We discuss the reasons for this, why it hasn’t happened sooner, and the impact technology could have on the profession in future. We ask our panel of guests what they find are the key pain points for Financial Planning firms when it comes to revolutionising their technology and making changes to how they operate as a business. Of course, being in the careers space, we discuss the effect that technology has on attracting top talent to your business, and how, due to the solutions fintech provides, this could be a crucial factor in both attracting, onboarding and retaining Financial Planning professionals. It’s no secret that having your finger on the fintech pulse is vital for anyone looking to be successful in Financial Planning, so thank you Rob, Gareth and Robert for helping us do exactly that! Time Stamps 00:00:00 | Intro 00:06:40 | Wealth Dynamics CRM target customer 00:09:23 | Plannr's CRM target customer 00:10:22 | Firms pain points 00:12:38 | Client Lifecycle Management (CLM) 00:16:17 | A family office service 00:22:27 | The UK's adoption of new fintech 00:28:49 | Wealth Dynamix’s competition 00:30:20 | How Wealth Dynamix CRM makes and saves companies money 00:31:30 | Plannr's competitors 00:33:54 | Should Administrators & Paraplanners be worried or excited about this new tech 00:38:02 | Biggest frustrations about CRM's 00:46:13 | Talent attraction & market disruption 00:50:23 | Hybrid Financial Planning 01:01:44 | Fintech with marketing and social Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 02 Nov 2023 | Why You Should Become a Financial Planner: Live from Changefest | 01:02:47 | |
The Financial Planner Life hosts Sam Oakes, Elena Stephenson and Charlie Scott were recently invited to speak at The Chartered Institute for Securities & Investment (CISI) Changefest event, to talk all things careers in Financial Planning.
This was a chance for us to champion the profession of Financial Planning, raise awareness of the abundance of opportunity out there for those entering the industry, as well as offering expertise on securing a position in a firm.
We covered: - Roles within Financial Planning - Salaries, qualifications and relevant skills - Financial Planning as a career choice - Opportunities for future Financial Planners - Diversifying the profession - The value Financial Planning offers to clients - Niching to suit your interests - Financial Planning Academies - Alternative routes into the profession We also answered some great questions from the audience of aspiring professionals exploring their future career prospects. We thoroughly enjoyed the opportunity to speak at Changefest, who knows, we might even see some of those in attendance on the podcast one day! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 09 Nov 2023 | Supercharging Financial Planning Through Award Winning Administration | 00:59:17 | |
Administration, often seen as a great starting point for those beginning their career in Financial Planning, but due to being stigmatised as a career stepping stone, finding an experienced, highly capable admin is gold for Financial Planning firms aiming for success. In steps this week’s guest, Maria Mushtaq, Award Winning IFA Administrator at Holden & Partners, Chartered, B Corp Financial Planning firm! Maria is a shining example of the value added by this often-overlooked area of the profession, as having a trusted back-office team to lean on is crucial for the success of any Financial Planning business.
Maria built strong foundations in Law before moving to Financial Services, a transition we’ve regularly come across in our conversations, and hasn’t looked back since. She describes some of the key highlights of working in this industry, as well as some of the challenges involved in this highly varied and challenging role.
As an administrator, Maria is involved in the entirety of the client journey, we discuss the incredible breadth of her knowledge required to carry out this role effectively, and the importance of Admins maintaining regular contact with clients.
As well as being a great foundation for moving into any role within Financial Planning, strong IFA Administrators put themselves into a position of having a range of career prospects. Maria talks us through the wide variety of options available to those in an administration position, including team management, compliance, investment management and more, as well as when to consider the move.
If you’re an administrator looking for ways to exceed expectations and add maximum value to the Financial Planning process, check out this episode and take a leaf out of Maria’s book! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 23 Nov 2023 | LinkedIn Lead Generation for Financial Planners | 01:19:14 | |
This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsberg Consulting Ltd, specialists in lead generation for the Financial Planning profession. Paola is a seasoned professional in the world of lead generation, especially around utilising LinkedIn to generate new business and establishing yourself as a key person of influence in a particular field. In this episode we go into great detail on how to soup up your LinkedIn engagement strategy, whether you’re growing a network, searching for new clients, getting to know your target audience and developing relationships with relevant individuals. We discuss various techniques for growth, and the different methods for doing this including automation, direct messaging, following up and engaging effectively without wasting time! Paola is a firm believer in working smarter, not harder when it comes to utilising LinkedIn effectively, we learned loads from this episode, and you will too!
Time Stamps 00:00:00 | Intro 00:01:19 | Failed lead generation horror stories 00:04:34 | Paola's financial services experience 00:07:13 | Where to start on LinkedIn 00:13:59 | How to connect on LinkedIn 00:22:55 | Automation & idea generation 00:28:12 | Hashtags 00:31:23 | Effective ways to engage and build connections 00:38:23 | Outreach campaign tips 00:53:00 | Sales & marketing 01:05:37 | Target audience 01:10:30 | Investing in campaign tools 01:13:09 | Automated programmes 01:15:03 | B2B or B2C - Which one first? Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 28 Nov 2023 | How YOU can find a job in the finanical planning profession, without the need of a recruiter! | 00:09:50 | |
Bonus Episode Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 30 Nov 2023 | Pursuing Progression in Your Financial Planning Career | 01:16:43 | |
This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing his qualifications and becoming a Financial Adviser. Ben undertook an apprenticeship in Financial Planning at a time where entering the profession was in no way a well-lit path, so Ben is in a position to offer some really valuable insight into how to effectively start your career in Financial Planning. We talk about the way in which the industry is changing for the better when it comes to early careers, and how starting to allow more accessible and inclusive options for getting into Financial Planning is the right way to inspire an influx of new talent. Time Stamps 00:02:21 | Ben's first years in Financial Planning 00:04:33 | What you need to enter as an Administrator 00:08:18 | Apprenticeship 00:10:40 | Exams and qualifications as an Administrator 00:13:40 | Speed of progression 00:16:01 | Nurturing employee's 00:17:44 | Employed to self-employed journey 00:21:07 | Client acquisition 00:23:00 | Building client connections 00:29:29 | Why going self-employed isn't scary 00:39:31 | How Ben makes money self-employed 00:42:36 | Is going self employed as a new academy graduate a bad idea? 00:52:42 | Quick wins for income as an Adviser 00:56:04 | How Ben caters to lower income clients Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 07 Dec 2023 | Building a Financial Planning Business with Purpose | 01:20:34 | |
This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships. This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to firm for anyone looking for Financial Advice, whether that’s tomorrow, or ten years from now. They understand that although not everyone is ready to pay service fees and invest assets, education around Financial Planning for those who need it at a lower level, proves infinitely valuable for the clients of the future. The Evergreen boys have built a business model that inspires collaboration, delegation and honesty, whilst also striving for solution based financial planning for clients, all starting with the question “What can WE do for YOU?”, an open question that gives clients a chance to speak freely and highlight their goals and concerns when it comes to managing wealth. We get the feeling we’ll be seeing a lot more of Evergreen in the future, so watch this space.
Time Stamps 00:00:00 | Intro 00:01:18 | How are you feeling out of 10? 00:03:45 | What's exciting in financial planning now 00:05:38 | The next generation of clients 00:14:01 | Solutions to the advice gap 00:16:35 | How Evergreen Financial Planning started 00:20:18 | Partnering from across the country 00:24:20 | High performing strategy to attract clients 00:28:23 | Building trust 00:35:55 | Key processes 00:43:51 | The value of marketing 00:49:05 | Working with professional introducers 00:56:51 | Quick qualifying questions 00:58:36 | The outreach process 01:01:32 | Elevator pitch Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 14 Dec 2023 | Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm | 01:25:50 | |
Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 21 Dec 2023 | How to be the best Financial Adviser you can be | 00:47:42 | |
Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her life and so much more. Julie is an open book, she delves into her own, personal experiences as a woman within a male-dominated profession, as well as her passion for delivering financial education. Her passion truly comes alive in this episode. It will leave you motivated and eager to step outside of your own comfort zone. A brilliant episode for anyone who is looking to begin their journey into the financial planning profession, likewise, for those seasoned professionals looking for inspiration for their next step. This is our final episode of 2023! So a very Merry Christmas / Happy Holidays to all our listeners. We know you’ll enjoy this one! Time Stamps 00:00:00 | Intro 00:02:09 | Julie's career journey 00:04:37 | Employed to self employed 00:07:07 | The niche 00:11:47 | Barriers and hurdles 00:17:17 | How financial planning has changed 00:19:24 | Experiences of women in financial planning 00:22:20 | Inclusion, diversity and unconscious bias 00:28:01 | Financial education 00:29:39 | Podcasting 00:33:40 | Coaching qualifications 00:38:31 | Transparency of fees 00:45:10 | Tips for the next generation of financial planners Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 18 Jan 2024 | How to set up your own financial planning business | 01:17:01 | |
Welcome to the first episode of 2024! And what a fantastic episode to get us going! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 25 Jan 2024 | Achieving your career goals in financial planning | 01:11:49 | |
This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is something to behold! She talks us through how she is able to make her clients feel comfortable being vulnerable – a hugely powerful skill to have as a financial adviser. To be able to get your clients to open up and be honest about their finances and their future goals is the starting point of real progression! Sam and Bobby also speak about manifestation and visualisation and how we should be mindful of the people we surround ourselves with. It can make a huge difference when it comes to your own limiting beliefs when the right people are on your side. All this, and so much more on this new episode – we hope you enjoy. Time Stamps 00:00:00 | Intro Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/
Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.
Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.
#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 01 Feb 2024 | Taking a career leap: What’s holding you back? | 00:50:01 | |
This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path he has chosen. This is a fantastic episode for anyone who is looking to get into the profession, but also great for those who have ever felt like fear has stopped them from taking a career leap at any time in their lives. Marcus is a meticulous planner and a creature of habit, so he gives us some tried and tested tips which have helped him in his career thus far. Marcus also talks us through his thoughts around going to university. He is a brilliant example of someone who is driven, successful and career-minded who chose not to go down the university route. Find out why in this week’s hugely enlightening episode. Time Stamps 00:00:00 | Intro 00:01:18 | Marcus career journey 00:06:03 | Why financial services 00:08:44 | Advice for starting out/getting into the financial profession 00:12:25 | Moving country 00:16:50 | Handling age as hurdle 00:21:46 | Not going to university is an advantage 00:25:43 | Pushing outside the comfort zone 00:33:09 | The importance of routine 00:36:02 | Progressive mindset 00:40:47 | Creating change you want to see 00:43:19 | Accessibility to financial planning 00:47:15 | 5 year goal
YouTube Footer Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation. Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/ If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712. #financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 07 Feb 2024 | Orann Coyle – financial planning client acquisition via Instagram! | 00:58:14 | |
Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence to gain over 16,000 followers on Instagram alone, and how he’s made this his number one source of income. It’s so refreshing to meet another forward-thinking financial adviser who makes it an aim to keep up with digital technology in both his marketing strategy and his client acquisition. Orann is extremely open and honest about his thought processes, challenges, and strategies. We also talk about Orann’s experience with St James’s Place and the support he has received and continues to receive from them for his continued career development. Make sure you give him a follow on Instagram @oranncoylefinancialadviser and check out his fantastic content. If you are interested in joining the St James’s place academy - click here I know you’ll enjoy this one! Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 15 Feb 2024 | Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning | 00:56:35 | |
When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 22 Feb 2024 | Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning | 01:08:03 | |
Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional talent. Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||
| 29 Feb 2024 | Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special | 01:04:20 | |
Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . Begin your financial planning career journey today With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! | |||